
Katherine
304 posts

Katherine
@dextrasaurus
Closed on an SMB in early 2023 serving solar & battery installers. Lover of long hikes with my Aussie.



"That is correct." Utility admits that "Investments made by [customers] with their own money [e.g. solar] may supplant investments that the utility may otherwise have been able to...earn a return on, for the benefit of their shareholders." vist.ly/yffr #monopoly









Going through the predictions we made for solar at the start of the year. 317GW new build in 2023? Lol no 413GW. $0.22/W modules? Lol no $0.122/W. N-type >15% of market, fair. Grid still a bottleneck, well that wasn't much of a prediction, was it.



Supply chain disruptions develop fast… A number of the major container shipping lines have stopped transversing the Red Sea

Why is Gov. Gavin Newsom — a supposed climate champion — standing by silently while his appointees take a wrecking ball to California's rooftop solar market? It’s complicated. But not as complicated as I used to think it was. My latest @latimes column: latimes.com/environment/ne…

















